Our advisors

Advisor photo for Kevin Collison

Kevin Collison

CFP®

Private Wealth Advisor

Managing Director
Learn more about Kevin Collison Visit Kevin Collison's website
Advisor photo for Scott McRoy

Scott McRoy

CFP®, APMA

Private Wealth Advisor

Managing Director
Learn more about Scott McRoy Visit Scott McRoy's website
Advisor photo for Pat Cotherman

Pat Cotherman

CFP®, APMA

Private Wealth Advisor

Associate Vice President
Learn more about Pat Cotherman Visit Pat Cotherman's website
Advisor photo for Brandon Wolf

Brandon Wolf

CFP®

Financial Advisor

Learn more about Brandon Wolf Visit Brandon Wolf's website


Our team

Maria Vallecillo

Maria Vallecillo

Registered Client Service Associate,

Practice Manager

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
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Laura McAuley

Laura McAuley

Registered Client Service Associate,

Client Relationship Specialist

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
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Tricia Beaver

Tricia Beaver

Client Service Associate,

Client Service Specialist

Qualifications

  • Series 7 - General Securities Representative Examination
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Jara Matlick

Jara Matlick

Client Service Associate

Michelle Ervin

Michelle Ervin

Client Service Associate